Services
Tax preparation & planning
For individuals, families, trusts and estates, in Austin and across the US. Your first consultation is free.
FORM 1040
Individual Returns
Personal federal and state returns, including self-employment, rental, and investment income, plus FBAR and other foreign reporting.
FORM 1041
Trusts & Estates
Fiduciary income tax returns for trusts and estates.
FORM 709
Gift Tax
Gift tax returns, filed accurately and on time.
YEAR-ROUND
Tax Planning
Plan ahead for life changes such as marriage, new home, new income or retirement.
How it works
Share your documents
Upload to your own secure Dropbox folder, or meet with me.
I prepare your return
If I need anything else, I'll send you a short list.
Review & sign
You review a copy, then sign Form 8879 so I can e-file.
File, then invoice
You're invoiced only after the IRS accepts your return.
Let's talk about your taxes
Your first consultation is free. Email is the best way to reach me.